Building Wealth for Texas Business Owners

Year-round guidance to grow your wealth. And theirs, too.

Hey there, future wealthy person!

Let’s have a heart-to-heart about a reality that hits harder than a surprise plot twist – the harsh truth is that 8 out of 10 businesses won’t find a buyer. I know, sounds like the kind of challenge you’d see in a business book.

But guess what? You’ve got the power to change the game, and that’s where Insogna CPA steps in. So buckle up, because we’re about to dive into a strategy that’ll make your business’s financial story one for the ages.

Your Business Legacy:
Turning Dreams into Reality

We get it – you’ve poured your heart, soul, and probably a lifetime-level amount of sweat into your business.

It’s your masterpiece, your magnum opus.

But here’s the kicker: when life throws those curveballs or retirement knocks on your door, you’ll want more than just
battle scars to show for it. That’s where we come in, armed with a plan that transforms your business into a wealth-building machine.

The Unsung Hero: Building Wealth Along the Way

Picture this: a world where every year, you stash away a bit of cash, like a squirrel storing nuts for winter.

It might not sound as flashy, but trust me, it’s a game-changer.

When those life events or retirement roll around, you won’t just be looking back at your business – you’ll be gazing at a
fortress of financial security. It’s the same philosophy our founder lives by.

The Financial Team You Need: Insogna CPA

Let’s cut to the chase: we’re not just your average CPAs. We’re the financial experts you need to transform your business
into a wealth-building machine.

Just like you’ve poured your heart into your venture, we’re here to put our financial savvy to work for you. We’ll craft a tailored strategy that aligns with your business’s unique journey, ensuring you’re not just surviving, but thriving.

Building Blocks of Financial Success

How We Do It

Ready for the grand reveal? Here’s how we’re going to supercharge your wealth-building game.

Everything starts with a plan.

Values
Family needs
Risk tolerances
Estate considerations
Tax structure
Appropriate insurance coverage

Building wealth every day for:

Individuals
Business Owners
Private Wealth
Corporate Executives
Medical Professionals
Athletes
Film & Movie Professionals

Tailored Strategies: No cookie-cutter plans here. We dive deep into your business, your goals, and your dreams to craft a strategy that’s as unique as your origin story.

Wealth Accumulation: We’re not just about crunching numbers; we’re about multiplying them. We’ll show you how to squirrel away those funds in a way that grows your wealth year after year.

Tax Magic: Taxes can be the evil villains of the financial world, but not under our watch. We’ll wield our tax wizardry to minimize your liabilities and maximize your gains.

Your Call to Action: Let’s Build Your Financial Legacy

Ready to turn your business into a legacy of wealth? It’s time to take action.

Reach out to us today and let’s start crafting your financial masterpiece.

Don’t wait for the next plot twist – be the author of your own financial story. Together, we’ll build a fortress of wealth that’ll have you retiring like the true hero you are.

Put my plan in motion